# Documents and Files in the Mobile App

> This article will show you how to streamline your document management using the new Docs and Files tab inside contact records! Upload, send, and track…

- Source: https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/documents-and-files-in-the-mobile-app
- Section: Mobile & Desktop App / Mobile App
- Reading time: 3 min
- Modified on Wed, 4 Jun, 2025 at 2:24 PM

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This article will show you how to streamline your document management using the new **Docs and Files** tab inside contact records! Upload, send, and track files like contracts, estimates, and invoices — all in one place. Automatically sorted folders make it easy to keep your documents organized and accessible.

**TABLE OF CONTENTS**

-   [What is the Docs and Files Tab?](#what-is-the-docs-and-files-tab)
-   [Key Benefits of the Docs and Files Tab](#key-benefits-of-the-docs-and-files-tab)
-   [How to Use the Docs and Files Tab](#how-to-use-the-docs-and-files-tab)
-   [Docs and Files Folder Overview](#docs-and-files-folder-overview)
-   [Supported File Types and Upload Limits](#supported-file-types-and-upload-limits)
-   [Mobile App Support](#mobile-app-support)
-   [Frequently Asked Questions](#frequently-asked-questions)

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# **What is the Docs and Files Tab?**

The Docs and Files tab is a contact-level document center that stores all files related to a specific contact. It centralizes internal uploads, shared documents, and received attachments under organized folders — removing the need to hunt through conversations or third-party tools.

Whether you’re attaching a contract, sending a proposal, or storing reference materials, this tab keeps everything at your fingertips.

## **Key Benefits of the Docs and Files Tab**

Manage your contact’s files smarter and faster. The Docs and Files tab simplifies file tracking while keeping everything contextually connected to the contact.

-   Organizes all files directly under each contact
    
-   Auto-sorts documents into relevant folders: Internal, Sent, Received, Custom Fields
    
-   Upload up to 10 files at once (up to 250 MB total)
    
-   Supports multiple file types (PDF, DOCX, JPG, PNG, etc.)
    
-   Easily preview documents without downloading
    
-   Enhances collaboration with accessible, centralized file storage
    

## **How to Use the Docs and Files Tab**

The Docs and Files tab is designed to be intuitive and accessible from both desktop and mobile.

1.  **Open any contact** from your CRM dashboard.
    
2.  Click or swipe to the **Docs and Files** tab.
    
3.  Select **Upload** to choose up to 10 files from your computer or device.
    
4.  Your files will be auto-sorted into folders based on how they’re added:
    
    -   Manual uploads go to **Internal**
        
    -   Files sent or received via messaging are placed in **Sent** or **Received**
        
    -   Custom Field files show up under a nested **Custom Fields** folder
        

## **Docs and Files Folder Overview**

Understanding how documents are organized helps you locate what you need quickly and reduces clutter.

-   **Internal**: Files uploaded directly by you or your team
    
-   **Sent**: Files automatically saved from outgoing conversations
    
-   **Received**: Files pulled from inbound messages with file attachments
    
-   **Custom Fields**: Files associated with custom field uploads, such as ID images or contracts, nested under Internal
    

## **Supported File Types and Upload Limits**

Upload confidently knowing your files will be supported and secure.

-   **Accepted File Types**:
    
    -   DOC, DOCX, PDF, JPG, PNG, PPT, GIF
        
-   **Upload Capacity**:
    
    -   Up to **10 files per upload**
        
    -   Maximum total upload size: **250 MB**
        

## **Mobile App Support**

You can access and manage documents on the go using the GHL Customer Care or LeadConnector mobile app.

-   Make sure you’re on **version 3.97.3 or above**
    
-   Tap any contact to view their profile
    
-   Swipe to **Docs and Files**
    
-   Tap **Upload** to select files from your gallery, camera, or device storage
    

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## **Frequently Asked Questions**

**Q: Are the files private to me or shared across the team?**

Files are shared across team members who have permission to view the contact record.

**Q: Can I delete or rename uploaded documents?**

You can delete documents, but renaming is not currently supported.

**Q: Can I preview files before downloading?**

Yes, files like PDFs, images, and PowerPoints can be previewed inside the platform.

**Q: What determines which folder a file goes into?**

Manual uploads go to **Internal**, files from sent messages go to **Sent**, and files from received messages go to **Received**. Custom Field-linked files are grouped under **Custom Fields**.

**Q: Can I upload files from my phone or tablet?**

Yes, the mobile app supports file uploads from gallery, files, or camera.

**Q: Is there a way to tag or categorize files beyond folders?**

Not yet, but custom fields can help label certain uploads in a structured way.

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### **Next Steps**

-   Ensure your app is updated to version 3.97.3 or later.
    
-   Start uploading key documents to each contact for easier access.
    
-   Leverage Custom Fields to connect important documents to data points.
    
-   Encourage your team to use the Docs and Files tab as a shared workspace for all files related to client communication.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com